Statement intelligence
Upload PDF, CSV or Excel statements and check extracted activity against statement totals.
LedgerOnCue
AI-powered bookkeeping for accounting firms
From bank statements to a reconciled ledger and financial reports, with every AI suggestion kept reviewable by the firm.
Benefits
- Less repetitive data entry and review by exception.
- Statements, ledger and reports stay connected and traceable.
- Reports ready for the firm's professional review.
Key features
Features listed here are taken from the product's official page. Some features depend on the plan or package chosen by the firm.
Categorization that learns
Category suggestions from business context and from the team's past corrections. A change applies at once to the same merchant, and the team can write its own rules.
Bank account sync
The client connects bank accounts through a secure link, and transactions arrive automatically from a chosen start date, up to two years back. Depends on the package.
Square and Clover point of sale
The client connects Square or Clover with read-only access. Daily sales, sales tax collected and returns arrive by location and day for the Sales Tax draft.
General ledger and reconciliation
Approved activity posts to a traceable ledger; statement math and month-to-month continuity are checked.
Financial reports
Profit and loss, balance sheet, cash flow, monthly summary, annual comparison and exports.
Sales Tax draft
Reviewable state and local sales-tax drafts from classified sales or directly from Square and Clover. Filing and payment remain professional actions.
Client invoices
Invoices in the client company's name, numbered automatically, sent as a PDF by email and tracked as paid, unpaid or overdue. No money moves through LedgerOnCue.
Vendors, W-9 and 1099
Vendor reports, 1099 preparation and electronic W-9 requests, depending on the package.
Self Audit and Tax Ready checklist
Pre-close review of reconciliation, uncategorized items, possible duplicates and missing W-9s.
Coming soon
- Coming soon Toast point of sale connection
- Coming soon QuickBooks integration
- Coming soon Custom domain for white label
Who it is for
- Accounting and bookkeeping firms
- The firm's business clients
All products
DashFirm™
Tax Practice Management & Client Portal
One secure place for a tax firm to organize clients, cases, documents, requests and work in progress.
Available · Invitation only
Talk to the USProFin team
Tell us about your firm and which product you are interested in. We reply by email.